New FamilySearch Feature—My Source Box

May 25, 2012  - by 

FamilySearch now provides a new feature called My Source Box. This Source Box serves as a place to capture a record source and preserve it. Your source box contains the sources that you want to attach to your ancestors. It lets you reuse sources instead of retyping a source each time you need to use it.

If you have access to the Family Tree, you can find a record, add it to the source box, and then attach it to an ancestor on the Tree immediately or at a later date.

If you don’t have access to the tree, it can be a very useful way to bookmark or store records you find for later use. You won’t have to re-do searches to find and bring in sources you want to use to document an event.

To use the Source Box you must be signed into the FamilySearch system.

Adding a Source to the Source Box 

  1. Place your cursor over the My Source Box icon located in the upper right corner of the page.
  2. Click Add to My Source Box.
  3. A box will appear asking if you want to add this record to your source box. Click Yes.

  

 

 

 

 

The record that is currently displayed on the screen be placed in your source box without closing the record you are currently in.

Going to Your Source Box

Once you’re inside your Source Box, you can do several different tasks. These include:

  • Create a folder
  • Create a source
  • Move a folder

 

 

 

 

 

 

 

Create a Folder

Within your Source Box you can create folders to store the sources you have saved. Folders allow you to organize your sources into manageable groups. You can label these folders however you like.

To create a folder:

  1. Click Create Folder button.
  2. Type the name you want to give to the folder.
  3. Click the green circle with a check mark (√) to save the folder.

 To rename a folder

  1. Click on the folder you want to rename.
  2. Click the down arrow located at the end of the field.
  3. From the drop down box, click Rename Folder.
  4. Type the new name you want to call the folder.
  5. Click the green circle with a check mark (√) to save the folder.  

To remove a folder:

  1. Click on the folder you want to remove.
  2. Click the down arrow located at the end of the field.
  3. From the drop down box, click Remove Folder. Your folder must be empty before you can remove it.

Create a Source Citation of your Own

Some unique sources cannot be captured within FamilySearch. Some examples of these types of records are books, personal conversations, oral histories, and others. Within the Source Box, you can create your own source citation.

To create a source of your own:

  1. Click the Create Source .
  2. Enter the information for the source. A source title is required. When you put the cursor in a field, the example text disappears and you can enter your own text. The citation and notes can contain up to 5K of text.
  3. Click Save. This source is saved to your source box and will be available for your use from now on.

  

 

 

 

 

 

 

 

Move and Remove a Source

Once a source has been added to your Source Box, you may find that you want to remove it. You can remove one record or several records at a time.

 

 

 

 

 

 

To move a source:

  1. Check the box next to the source you want to move.
  2. Click the Move button. A drop down menu will appear showing all of the folders you have created.
  3. Click on the name of the folder you want to move the source to. A copy of the source will move to the folder you have chosen. The original source will still be listed on your list of sources.

To remove a source:

  1. Check the box next to the source you want to move or remove.
  2. Click the Move button. A drop down menu will appear showing all of the folders you have created.
  3. On the bottom of that list you will see the option to remove a source. Click Remove from Source Box.
  4. A screen will appear asking if you really want to remove that source from your source box. The source is not removed or detached from the ancestor it is currently attached to. Click Yes.

Drop and Drag a Source into a Folder

Place a source in the Source Box into a folder by clicking on a source and dragging it into a folder.  

View Source Details

To view the details of a source, click on the source listed in the title column. The source will expand to display the title of the source, display an active URL that allows you to link to the original record, a field that provides bibliographic information and a notes field describing the record and which ancestor the source is attached to.

Edit the source or remove the source from your source box by clicking on the Edit link or the Remove link. Click on the circle with the X in it to close the source information again.

 

 

 

 

 

 

Attach a Reason for Adding a Source

After you’ve added a source, enter a reason that indicates what this source proves and why it is being attached. Focus your reason on the facts that the source proves. Be polite and factual. This field is not the place for lengthy discussions or debates. If the facts require debate or discussion, use the discussion feature instead.

 

 

 

 

 

 

Click Attach. If you do not want to save this source and do not want to attach it to the individual,
click Cancel. The source is saved in your source box and will be available for your use
from now on.

 

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Comments

  1. I have been able to save 12 files. I created 3 additional folders also. I cannot seem to save anything else to my source box. I click the source file, go to source box, pick folder and click save. Nothing happens and record is not saved. Any help appreciated. At the bottom left of my monitor a tiny pop up has the word javascript.

  2. After working on my family tree for several weeks, I am starting to have quite a few documents in my Source Box. I am interested in knowing how other people organize their Source Box so it is easy to find things. I was considering organizing either by family name or by document (i.e. all the census info in one folder, marriage info in a folder, etc). Does anyone have any suggestions?

    1. I am also interested in how others are organizing their files. I have found that I can file in more than one folder but not sure that is really how I want to do it. I thought about filing by the type of document but I’m not sure how easy that will be to find things later.

  3. this was completely not helpful. I need a do 1. then do 2. then do 3. step by step instruction. This seemed to really be missing some instruction here. I still can’t figure out how to attach a source in my source box to an individual from my tree. Do I have to go from the tree and attach? Or can I go from sourcebox and attach? How to navigate from sourcebox to find the individual? I am very confused. Have read several other tutorials and still can’t figure it out. I am also using legacy software if that helps.

  4. What is the privacy level of the source box? Is it only visible to me, or are my notes attached to sources public? I would like to be able to save a source with notes as to how this might be related to my ancestor because I feel I need to do more research before actually attaching the source to that person, but I don’t necessarily want to share my notes.
    (also, Webmaster: you have a rogue checkbox above “Notify me of follow-up comments by email.” which has no message next to it so it’s unclear what’s being or not being checked.

  5. All wonderful information. I’m looking for how to attach the document to the person when I’m in the family tree boxes. Thank you

  6. Is there a way to search your source box? I was trying to find a marriage record, it would have been nice to have been able to search marriage.

    1. Hi Kristine! Thank you for your question. There is currently not a way to sort the source box. Other users have created files within the source box to organize their sources. Perhaps this option may work for you. Also, if you have attached the source to a person in the Family Tree, you can access that source directly from that individual’s Sources tab. Hope this helps. Thank you for reading the blog!